2023 Form 5500 filing — Pennoni Associates Inc. 401(K)/Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011074110NAL0012263443001) for Pennoni Associates Inc. 401(K)/Profit Sharing Plan, reported by Pennoni Associates Inc. under EIN 23-1683429 and plan number 001. It reports 1,777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$143.1MReported net assets$143,052,337
Participants1.8K1,777
Provider compensation$248.8K3 Schedule C row(s)$248,841
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011074110NAL0012263443001
- Plan sponsor
- Pennoni Associates Inc.
- EIN
- 23-1683429
- Plan number
- 001
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$143.1M total assets
Net assets$143.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $143,052,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $143,052,337
- Participant contributions
- $7,374,167
- Total income / additions
- $36,293,274
- Benefits paid
- $9,092,230
- Administrative expenses
- $248,841
- Total expenses
- $9,349,373
- Net increase / (decrease)
- $26,943,901
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $106,296 | $0 |
| Newport Capital Group LLC | NONE | $106,145 | not reported in the loaded dataset |
| Barz Gowie Amon & Fultz | NONE | $36,400 | not reported in the loaded dataset |